Institutional Ownership Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,261,498
shares
|
$95.5 Million
0.04% of portfolio
|
Q4 2024
Added 352.85%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
506,111
shares
|
$38.3 Million
8.19% of portfolio
|
Q4 2024
Added 36.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
499,249
shares
|
$37.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
494,414
shares
|
$37.4 Million
0.01% of portfolio
|
Q4 2024
Added 35.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
405,951
shares
|
$30.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
393,698
shares
|
$29.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
210,162
shares
|
$15.9 Million
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
179,461
shares
|
$13.6 Million
0.03% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
172,106
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
160,791
shares
|
$12.2 Million
0.08% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
154,204
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
142,825
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
134,744
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
127,997
shares
|
$9.69 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$9.21 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
110,374
shares
|
$8.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
108,292
shares
|
$8.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,830
shares
|
$8.09 Million
0.01% of portfolio
|
Q3 2024
Added 305.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
93,590
shares
|
$7.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
66,306
shares
|
$5.02 Million
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
64,492
shares
|
$4.88 Million
2.41% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
48,009
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
46,011
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
45,571
shares
|
$3.45 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
45,487
shares
|
$3.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.14%
|